Skip to content
Disclosery

Lifestyle Asset Management, Inc.: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifestyle Asset Management, Inc. on SPDW, newest first. How the timeline and the estimate are built.

Lifestyle Asset Management, Inc. held 252,199 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,199 shares
    Change vs previous 13F +5,615 shares

    3.42% of the 13F portfolio, value $12,708,324.

    13F-HR 0001845675-26-000002 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 246,584 shares
    Change vs previous 13F +7,798 shares

    3.68% of the 13F portfolio, value $11,256,573.

    13F-HR 0002085853-26-000333 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 238,786 shares
    Change vs previous 13F +41,880 shares

    3.45% of the 13F portfolio, value $10,604,500.

    13F-HR 0002085853-26-000237 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 196,906 shares
    Change vs previous 13F +25,915 shares

    2.88% of the 13F portfolio, value $8,425,602.

    13F-HR 0002085853-25-000055 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 170,991 shares
    Change vs previous 13F +20,878 shares

    3.23% of the 13F portfolio, value $6,923,422.

    13F-HR 0001667731-25-000759 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 150,113 shares
    Change vs previous 13F -20,517 shares

    3% of the 13F portfolio, value $5,465,630.

    13F-HR 0001667731-25-000405 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 170,630 shares
    Change vs previous 13F +7,366 shares

    3.17% of the 13F portfolio, value $5,823,586.

    13F-HR 0001667731-25-000060 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 163,264 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $6,132,183.

    13F-HR 0001845675-24-000005 filed by Lifestyle Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).